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Waverton Investment Management’s Aon AON Stock Holding History

Waverton Investment Management’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-74,830
Closed -$8.35M – 100
2016
Q4 		$8.35M Buy
74,830
+8,692
+13% +$969K 0.55% 35
2016
Q3 		$7.44M Buy
66,138
+38,153
+136% +$4.21M 0.5% 42
2016
Q2 		$3.06M Buy
+27,985
New +$2.96M 0.23% 56

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Waverton Investment Management's AON Position: Q1 2017 in Review

Waverton Investment Management sold out of Aon (AON) in Q1 2017, closing a stake of 74,830 shares — an estimated $8.35M sold.

Waverton Investment Management first reported a position in AON in Q2 2016 and held it in 3 quarters. The position peaked at $8.35M in Q4 2016. 546 funds tracked by Wall St. Rank hold AON as of Q1 2017.

  • Waverton Investment Management reported no remaining Aon position as of Q1 2017 after selling out during the quarter.
  • Waverton Investment Management sold 74,830 Aon shares in Q1 2017, an estimated $8.35M.
  • Waverton Investment Management first reported a position in Aon in Q2 2016 and held it in 3 quarters.
  • Waverton Investment Management's Aon position peaked at $8.35M in Q4 2016.
  • 546 funds tracked by Wall St. Rank held Aon as of Q1 2017.

Based on Waverton Investment Management's 13F filing for Q1 2017, filed 7 Apr 2017.